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Current Employers
Onedigital

11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-05-15
NJ RA APPROVED 2018-10-01
  • NY RA
    APPROVED
    Since 2021-05-15
  • NJ RA
    APPROVED
    Since 2018-10-01

Branch Locations

11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States

White Plains, NY • United States

80 Business Park Drive Suite 205, Armonk, NY 10504 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stone Street Equity Purchase NY 01/2010 06/2023
Lpl Financial Corporation Purchase NY 11/2010 03/2018
Independent Financial Partners White Plains NY 12/2012 08/2018
Onedigital Investment Advisors Overland Park KS 09/2018 Present
  • 01/2010 → 06/2023
    Stone Street Equity
    Purchase, NY
  • 11/2010 → 03/2018
    Lpl Financial Corporation
    Purchase, NY
  • 12/2012 → 08/2018
    White Plains, NY
  • 09/2018 → Present
    Onedigital Investment Advisors
    Overland Park, KS
Previous Registrations
  • 2013-10-23 → 2018-10-02
    White Plains, NY
    White Plains, NY
  • 2010-05-24 → 2010-12-01
    Nrp Advisors, Inc.
    Purchase, NY
    Bryan, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-10-18
  • S66 Uniform Combined State Law Examination
    2013-10-18
Other Names
  • Heidi Lee Lundberg
  • Heidi Lee Goldstein-Sidley
  • Heidi Lee Sidley
  • Heidi Sidley
  • Heidi L Goldstein
  • Heidi L Sidley

View on SEC IAPD

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